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RIAs

Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Similar in size to Shearwater Capital (swap one in):+ Silverleafe Capital Partners, LLC $449.2M · Germantown, TN+ Westbourne Investment Advisors Inc. $448.8M · Annapolis, MD+ Ballast Rock Private Wealth $405.7M · Charleston, SC+ Palogic Value Management, L.p. $405.5M · Dallas, TX
Denver, CO
Bettendorf, IA
Bethesda, MD
Assets under management$427.3M$449M$405.7M
Asset growth, last 2 years+39%+78%+15%
Advisory staff464
Individual clients180468153
Assets per client$2.4M$959K$2.7M
Clients per advisor457838
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20172012 or earlier
Tools in their stack–6–
People on Advicer.bio482

From each firm's latest Form ADV (Mar 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Individual clients

Tech stacks

0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.

ToolShearwater CapitalNikulski Financial, Inc.Bontempo Ohly Capital Management, LLC
Custodial Platform
Altruist–Uses it–
Charles Schwab–Uses it–
Advisor Lead Gen
Fee-Only Network–Uses it–
Client File Sharing
ShareFile–Uses it–
Financial Planning
eMoney–Uses it–
Proposal Generation/Sales Enablement
Nitrogen–Uses it–

Custodians on Form ADV: Shearwater Capital: Schwab · Nikulski Financial, Inc.: Schwab · Bontempo Ohly Capital Management, LLC: Schwab